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Question Easy and cheap jurisdiction for investing?

notyetnomad

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Jan 16, 2022
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Hey, I'm looking for an agency to help me incorporate in an cheap and easy jurisdiction to invest in US equities.

I'm a bogglehead. I want VT and chill.

I just need a way to receive and send 1-2 ACH transfers per month (basically sending my wages to the stock broker).

Should I worry about economic substance requirements?
 
Hey, I'm looking for an agency to help me incorporate in an cheap and easy jurisdiction to invest in US equities.

I'm a bogglehead. I want VT and chill.

I just need a way to receive and send 1-2 ACH transfers per month (basically sending my wages to the stock broker).

Should I worry about economic substance requirements?
I'm also a bogglehead. Dot invest in stocks but in large ETFs. Do not use a US company for that, move to Dubai, invest in ETF from Ireland. Open a account with SwissQuote, Saxo or IB.
 
Hey @fbsworld , that is my long-term goal!

I can't move right now because of family reasons.

I'm not considering an US company. Unfortunately that won't work for me.

A company in the UAE isn't an option for me anymore, because there is a very unfavorable tax treaty.

I think I need a company in the Caribbean.
My research pointed at Nevis.
 
Because fiscality is optimized with irish UCITS ETFs. Especially when you live in a country which has no tax treaty with the US (30% witholding tax normally on dividends). With Irish ETF, taxes are applied in Ireland (ETF level), nearly 15% and even lower (optimized).

Morever UCITS is an extra layer protection against potential US estate tax, again depending your residence country and the tax treaties.
 
Examples:

iShares Core MSCI World UCITS ETF USD (Acc)
ISIN IE00B4L5Y983

iShares Core S&P 500 UCITS ETF (Acc)
ISIN IE00B5BMR087

For the diversification of emettors:

IE00BK5BQT80 Vanguard FTSE All-World UCITS ETF - USD
IE00BJ0KDQ92 Xtrackers MSCI World UCITS ETF 1C - USD
IE00BFMXXD54 Vanguard S&P 500 UCITS ETF (USD) Accumulating
 
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